Connected Accountants is an accounting and business advisory firm. We do the things that accountants have traditionally done (like Xero) but we get excited when we can build meaningful relationships with our clients and enable their success.  We know when small business owners win, our community, city, and planet win. 

WHO WE WORK WITH: We work closely with ambitious & creative business owners; design firms, architects, digital agencies, marketing firms, entrepreneurs, trades businesses and other owner managed businesses who are focussed on improving towards better business. 

WHAT WE DO & HOW WE DO IT: We specialise in wealth creation. We help owners profitably grow their businesses and meet their lifestyle goals. Then we focus on wealth retention. We use management trusts and ensure that investments will meet retirement goals. We help our clients create annual financial plans and budgets and manage their reporting in Xero against those targets. We meet frequently with our clients to review detailed financial reports and review strategic plans. All clients have unlimited telephone and email queries as part of our services. We help our clients to see the big picture so that they can make sound business decisions. We also provide tax, business structure and trust management advice and bring in strategic partners for specific needs if and when identified. 

WHY: We’re here for the greater good.  We genuinely care and our motivation is to see you succeed.  Whether it’s improving your impact on the environment, winning in a new market, or setting up with the best technology, we’ll help you make and implement the choices that give you an edge and help you on your way towards better business.

GET IN TOUCH TODAY: If you’re ready to go on a bit of a business adventure, we’re ready to join you.  There’s something really exciting about working towards a plan and seeing it take shape and we feel privileged to get to share that journey with our clients. 


Connected Accountants

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Connected Accountants

Org chart

Teams

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